Best Investors Account Sign in
Inactive

Alicia K Pilon

Trilogy Capital, Inc.

Irvine, CA

West Covina, CA

Claim This Profile
Current Employers
Trilogy Capital, Inc.

2601 Main Street Suite 100, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-15
CA RA APPROVED 2023-05-18
  • TX RA
    APPROVED
    Since 2025-03-15
  • CA RA
    APPROVED
    Since 2023-05-18

Branch Locations

2601 Main Street Suite 100, Irvine, CA 92614 • United States

100 Lakes Drive Suite 325, West Covina, CA 91790 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dartmouth College Hanover NH 01/2018 10/2019
California Institute Of Technology Pasadena CA 09/2010 01/2018
Trilogy Capital, Inc West Covina CA 03/2023 06/2026
Undemployed Pasadena CA 11/2019 02/2023
Trilogy Capital, Inc West Covina CA 07/2026 Present
  • 01/2018 → 10/2019
    Dartmouth College
    Hanover, NH
  • 09/2010 → 01/2018
    California Institute Of Technology
    Pasadena, CA
  • 03/2023 → 06/2026
    Trilogy Capital, Inc
    West Covina, CA
  • 11/2019 → 02/2023
    Undemployed
    Pasadena, CA
  • 07/2026 → Present
    Trilogy Capital, Inc
    West Covina, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-18
  • S65 Uniform Investment Adviser Law Examination
    2023-05-18

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor